Naming Option Fields

This topic describes the fields that are available when you create a naming option.

Original Filename

When you are converting a file, you may want to keep the file’s original name or use the original name as part of a new filename. The Original Filename field will let you use the original filename in your naming option.

Note that the original filename does not include the path or the file extension. For example, if a file is named c:filesletter.doc, the original file name will be letter.

Folder Name

You can use a file’s Parent Folder as part of the filename. This is the destination folder, or in other words, the output folder where the converted file is going to be saved. Sometimes this folder name has useful name information in it. For example, suppose that you name your folders after clients:

c:clientsJohnson
c:clientsMitchell
c:clientsSantos

You can get the client name from the parent folder name. In the examples above, the parent folders would be "Johnson", "Mitchell", and "Santos".

You can reference parent folders up to three levels deep:

c:...Parent_3Parent_2Parent_1File.doc

FileCenter Folder Names

If FileCenter is installed on the same computer as QuikFile, you can also use FileCenter drawer and folder names as naming option fields. For example:

c:cabinetJohnsonTrusts

This path has a drawer name (Johnson) and a folder name (Trusts).

If the converted file will be saved into a FileCenter cabinet, you can use the target drawer name and the names of its subfolders as fields. This is a useful way to obtain a client or matter name/number. For example, if you use one drawer for each client, the drawer name will contain the client name. If, on the other hand, the first folder in a drawer contains the client name, you may be more interested in using that folder as a field.

The Drawer Name field option will give you the target drawer name. Folder names are supported up to three levels deep, and can be referenced either from the point of view of a drawer or from the point of view of a file:

DrawerLevel 1Level 2Level 3File.doc
DrawerParent 3Parent 2Parent 1File.doc

If a referenced drawer or folder does not exist or if QuikFile can’t resolve the name (for example, there is no Level 3 folder), the field will be ignored.

Date

A Date field will insert the current date, with flexible formatting options. A list of common formats is provided. If you don’t see the format you want, insert any date format and customize it manually using any of these formatting codes.

Characters Meaning
d Day of month without a leading 0
dd Day of month with a leading 0
m Month as a number without a leading 0
mm Month as a number with a leading 0
mmm Abbreviated month name
mmmm Full month name
yy Two-digit year
yyyy Four-digit year

You can use spaces, commas, and dashes between the date elements and arrange the date elements in any order you want. Feel free to omit any date element. For example, you may only want the current month or the current year.

NOTE: You cannot use a forward slash "/" in your date formats. This is an illegal character in file and folder names.

Auto Increment

Use an Increment to avoid filename conflicts when multiple files with the same name will end up in the same folder. An auto increment will automatically add a counter to the end of the filename. For example, if a folder will contain many files called Report.doc, using an increment will save them as Report 01.doc, Report 02.doc, Report 03.doc, etc.

There are a few different increment formats available. When you insert an increment, it shows up after the expression. An increment cannot be customized or edited. To clear it from the expression, click the Clear Increment link.

What If a Field Can’t Be Resolved?

Sometimes a field can’t be resolved to a value, either because of a syntax error in the field or because there is no value (such as "Level 3 Folder Name" when there isn’t a level 3 folder). When a field can’t be resolved, it will be ignored.

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